Increasingly, potential settlors and their professional advisors have real choices when it comes to selecting professional trustees to act in relation to the family trust.

Newhaven Trust believes that it can contribute most in situations where clients really value long-term relationship continuity and a highly personalised service. This service is delivered by experienced trust professionals who themselves value the relative absence of bureaucracy and conflict of interest within their organisation.

Newhaven Trust does not provide investment advice or banking services, believing that to do so establishes an immediate conflict with acting as a professional trustee and solely in the best interests of the beneficiaries of the trust. This approach enables Newhaven Trust to seek out “best in class” solutions for investment, banking and other needs using a large network of professional contacts developed over the years.

Key to the approach of Newhaven Trust is close and ongoing communication with Settlors, Protectors and/or Beneficiaries as appropriate to individual family circumstances. Newhaven Trust believes that only by remaining up-to- date with events can a professional trustee discharge its responsibilities appropriately. Newhaven Trust also knows that regular reporting of information, in an understandable form to the appropriate parties is an essential part of the business relationship.

Newhaven Trust is delighted to consider accepting appointments as trustee (or co-trustee) of all types of inter vivos settlements and Will Trusts or as successor to an existing trustee.

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